Barbara-Lee Dickson – Authorised Financial Adviser & Insurance Specialist

Project Description

Providing you with quality advice and simple yet effective insurance solutions.

I can offer you financial security, no matter what life throws at you.I am an Authorised Financial Adviser, Insurance Specialist. So what does this mean for you? I can offer you financial security and peace of mind which I will make easy for you. I specialise in helping people just like you who may be in business, or thinking about starting a business, and/or have a family, who are looking to protect the quality lifestyle that you are working hard to create and grow. Do you struggle with the many demands made on you for your time and resources? If you take an hour to be gloomy once a year you can then have the peace of mind that you have a Plan B in place, regardless of what life throws at you.What separates my services from other advisers is that I specialise in working with people and can put a plan in place which is specifically tailored for your family and business and because of this my clients have the peace of mind and financial security that in the event of an unexpected illness, injury or death, they know that their family and business will continue to grow and prosper.

• A friend was diagnosed with cancer, what would that mean to my family and business if that happened to me?
• If I was to become unwell or injured, I don’t want to be on a waiting list for surgery for months and I would definitely want access to drugs on the non pharmac list.
• I would want my family looked after if I was to die prematurely and would want all debts paid off and have a lump sum available for the children’s education.

1. Don’t accept generic advice online or at the Bank – I will tailor a plan that meets your individual needs – remember – one size does not fit all. You want to be sure you have access to the best comprehensive covers available to suit your individual situation.
2. When was the last time your personal protection plan was reviewed? Life changes so quickly these days, you need to know that your Financial Adviser will contact you regularly to ensure your plan still meets your needs. My SHARE advice process means that your covers will be reviewed regularly. It’s an important part of my business to ensure my clients are regularly cared for.
3. Would you really want to ring an 0800 number at claim time? This is the time where the rubber hits the road for the insurance company and for me as your adviser. Part of my SHARE process is to be there at claim time. I will be there to manage your claim every step of the way.

You create, we protect.